Commonwealth Equity Services
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Commonwealth Equity Services’s Volato Group SOAR Stock Holding History

Commonwealth Equity Services’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,411
Closed -$9K – 4277
2024
Q4 		$9K Buy
1,411
+528
+60% +$3.62K ﹤0.01% 4076
2024
Q3 		$9K Hold
883
– – ﹤0.01% 4034
2024
Q2 		$13K Hold
883
– – ﹤0.01% 3990
2024
Q1 		$78K Hold
883
– – ﹤0.01% 3840
2023
Q4 		$83K Buy
+883
New +$210K ﹤0.01% 3700

Other funds holding SOAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services's SOAR Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Volato Group (SOAR) in Q1 2025, closing a stake of 1,411 shares — an estimated $9K sold.

Commonwealth Equity Services first reported a position in SOAR in Q4 2023 and held it in 5 quarters. The position peaked at $83K in Q4 2023. 12 funds tracked by Wall St. Rank hold SOAR as of Q1 2025.

  • Commonwealth Equity Services reported no remaining Volato Group position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 1,411 Volato Group shares in Q1 2025, an estimated $9K.
  • Commonwealth Equity Services first reported a position in Volato Group in Q4 2023 and held it in 5 quarters.
  • Commonwealth Equity Services's Volato Group position peaked at $83K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Volato Group as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.